The Hazards of Overlooked Property Interests: The Relationship Between Intellectual Property and Estate Planning

J. Noland (Jay) Franz

Buchalter, A Professional Corporation

• Of counsel with Buchalter, A Professional Corporation, in the firm’s corporate, tax and estate planning practice groups in Scottsdale, Arizona, and is licensed to practice law in the states of Arizona, Colorado and Missouri
• Certified by the State Bar of Arizona as an estate and trust specialist and has extensive experience in business and securities law, focuses his practice on trust and estate planning, probate administration, asset protection planning, business law and business succession (exit) planning, tax planning, private placements of securities, and trust and estate litigation and appeals
• Member of a nationwide network of estate planning lawyers known as WealthCounsel; and over the years he has given numerous presentations at continuing professional education workshops and seminars on estate planning and tax-exempt organizations
• A former trial attorney for the Securities & Exchange Commission
• Has in-depth experience in securities law and related matters, and served for a number of years as an arbitrator for the Financial Industry Regulatory Authority (FINRA) and, prior to that, for the National Association of Securities Dealers (NASD)
• Achieved the highest rating in the Martindale-Hubbell Law Directory, which indicates that he is recognized by members of the bar and judiciary for the highest levels of legal ability and ethical standards
• Has been named as one of Arizona’s Finest Lawyers, having been recognized by his peers in Arizona as an attorney who has demonstrated high skill, unquestioned integrity and full commitment to the rule of law
• Recognized by Phoenix Magazine as one of the top lawyers in the Phoenix metropolitan area and by Arizona Business Magazine as a top lawyer in estate and trust litigation
• Member of the State Bar of Arizona, and is a Fellow of the Arizona Bar Foundation; he also is a member of the Colorado Bar Association and the Missouri Bar Association
• J.D. degree, University of Michigan School of Law; M.B.A. degree, University of Missouri at Kansas City; B.A. degree in economics, University of Kansas
• Can be contacted at 480-383-1800 or [email protected]

Sandra Thompson

Buchalter

Dr. Sandra Thompson

• Shareholder and member of Buchalter Nemer’s Corporate and Intellectual Property Practice Groups, and immediate past chair of the Intellectual Property Group
• Experience extends into the fields of chemistry, green technology, energy law and issues, biochemistry, semiconductor materials, electronics, electronic materials and plasma physics
• Represents clients in the fields of green technology, cleantech matters, semiconductors, electronics, chemicals and chemical intermediates, solar and solar-related technology, transportation technology, including the design and utility of parts and systems, fuel cells, hybrid and electric engine technologies, green (sustainable) chemistries, bio-based and biodegradable plastics, waste/sludge management and conversion, fibers, biotechnology, pharmaceuticals, computer software, children’s products and telecommunications
• Her dissertation is entitled “Control of Volatile Organic Compounds with a Pulsed Corona Discharge”
• Doctor of philosophy degree, department of chemistry, North Carolina State University; J.D. degree, Campbell University, Norman Wiggins School of Law; B.S. degree in chemistry and M.A. degree in chemistry, College of William & Mary
• Can be contacted at 949-224-6282 or [email protected]